Summary of Meetings: Wills & Trusts - Vancouver
Number of Meetings Held: 4
April 14, 2026
Hearsay in Estate Litigation
Guest Speakers: Amy Mortimore, K.C., Clark Wilson LLP, and Hugh S. McLellan, McLellan Herbert Locke LLP
Synopsis: Amy Mortimore, K.C., Partner, Clark Wilson LLP and Hugh S. McLellan, Partner, McLellan Herbert Locke LLP, present an overview of the basic principles regarding hearsay and exceptions to the exclusionary rule for hearsay, as well as specific applications in different estate litigation disputes.
Online Registration: 148
In-Person Registration: 21
February 18, 2026
From “Fair” to “Defensible”: Blended-Family Estate Planning in BC
Guest Speakers: Nicco Bautista, JD, MPP, Wealth Management Lawyer, Lumina Law
Synopsis: Nicco Bautista discusses a “risk map” of common failure modes, practical drafting checklists for the family home and spousal benefit structures, an “instrument harmony” checklist spanning Wills, trusts, title, and designations, and a single case study that ties the tools together. Recent case law developments and their planning implications will also be highlighted.
Online Registration: 192
In-Person Registration: 22
December 4, 2025
Residential Real Estate and Estate Administration
Guest Speakers: Allison Sharkey, JD, PhD, Legacy Trust + Tax, Singleton Urquhart Reynolds Vogel LLP
Synopsis: Allison Sharkey, JD, PhD, Legacy Trust + Tax, discusses practical considerations that lawyers advising an estate administrator should consider, such as valuing the property, various taxes, the Principle Residence Exemption, and distribution.
Online Registration: 210
In-Person Registration: 22
September 23, 2025
The Will to Network
Synopsis: It’s the perfect opportunity to reconnect with colleagues, share fresh insights, and jumpstart your professional goals for the fall. Whether you’re a seasoned expert or new to the field, join us for an evening of conversation, collaboration, and community. Let’s kick off the new season with renewed energy, meaningful connections, and shared success!
In-Person Registration: 13